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Strategies & Market Trends : From the Trading Desk -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (1855)	12/2/1997 5:16:00 PM
From: steve goldman	Read Replies (2) \| Respond to of 4969

Portfolio. While the thread is for short term trading, since you ask, I will answer: IN NOW WAY IS THIS AN ENDORESMENT OF SUGGESTION OF THESE STOCKS. INFACT TO AVOID ANY PROBLEMS, PLEASE IGNORE, AVOID THESE COMPANIES. The below is about 75% of my assets, since I consider myself aggressive growth and only keep 25% in cash/bonds, cash equivs. Of the 75%: 8% Vanguard WindsorII - one of the best families,their best fund 9% Vanguard SP500- one of the best families, a good fundm might notperformthat well over the next few years as indexing pulls back a bit 4% Nueberger Berman Partners 4% Putnam Health and Science - shouldhave been in Vanguard's H/S 9% Trow Price Science and Technology PRSCX 30% of my assets as cash I keep for day trading, usually 100% cash except when I make the bad mistake of thinking I can beat the market and take stocks home. 100% cash tonight. No trades today. I guess you could add this to the 25% cash portion but I like to be conservative and know that I always ahve the 25% cash position, minimum. The balance, roughly 30somthing% in longer term indiviudal stocks for swing and long term holding: lucent(holding), dell(cautiously holding), mot(very close to selling), GTW (just started buying), GTE (just started selling), F (just started selling),wdc (just started buying hard drives), apm (just started buying), CS (just started buying today), and a couple of penny stocks, play money stuff, that I don't think I even want to mentions because they are so ugly looking its scary. NOt that I have done poorly with these, but I dont want to be considered to have even endorsed them in anyway. What makes this much manageable is the only stuff i HAVE to worry about day to day, if at all, is the cash position and the stuff I am buying or selling longer term. regards, steve@yamner.com